KIM AND FIELDING MILLER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KIM AND FIELDING MILLER FOUNDATION (EIN 56-2136458)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-19
- IRS object ID
- 201412319349100701
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-19T08:46:11-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561965804 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS JUDY & TUCKER P A | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4700 FALLS OF NEUSE ROAD SUITE 400 | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27609 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562136458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER FAMILY FOUNDATION OF WAKE COUNTY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 9198706822 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 SPRUCE VIEW LANE | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27614 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J FIELDING MILLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9198706822 | PhoneNum |
| Signature | 2014-08-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES K TILLER CPA | PreparerPersonNm |
| PTIN | P00449506 | PTIN |
| Phone | 9195717055 | PhoneNum |
| Preparation | 2014-08-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $813,933 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $234,673 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $38 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,302 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,302 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $65,925 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $645,286 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $65,925 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $312,938 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $78,265 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $600 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $385 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,796 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,811 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,381 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,411 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $605 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $151,318 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $151,318 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $158,699 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,411 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $151,923 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $154,239 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,854 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $54,062 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $95,883 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $95,883 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $898 | AcctRcvblAmt |
| Acct Rcvbl BOY | $812 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $898 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $898 | AcctRcvblEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $18,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $19,714 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $505,411 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $599,743 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $697,438 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $560,285 | TotalAssetsBOYAmt |
| Total Assets EOY | $714,524 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $813,933 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $560,285 | UnrestrictedBOYAmt |
| Unrestricted EOY | $714,524 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $560,285 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $714,524 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $560,285 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $714,524 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $560,285 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $154,239 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $714,524 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $714,524 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1118.276 SHS DFA LARGE-CAP INTERNATIONAL FUND | P | 2012-12-18 | 2013-02-12 | $22,321 | $19,558 | $2,763 | $2,763 |
| 959.366 SHS DODGE & COX INTERNATIONAL FUND | P | 2013-01-08 | 2013-08-05 | $34,643 | $33,607 | $1,036 | $1,036 |
| 474.812 SHS DRIEHAUS ACTIVE INCOME FUND | P | 2013-02-12 | 2013-10-10 | $5,085 | $5,094 | -$9 | -$9 |
| 1031.476 SHS ABSOLUTE STRATEGIES FUND | P | 2012-09-21 | 2013-02-12 | $11,449 | $11,500 | -$51 | -$51 |
| 2114.413 SHS HATTERAS HEDGED STRATEGIES FUND | P | 2012-10-08 | 2013-08-16 | $22,377 | $21,504 | $873 | $873 |
| 152.371 SHS JOHN HANCOCK DISCIPLINED VALUE FUND | P | 2013-04-03 | 2013-08-16 | $2,603 | $2,351 | $252 | $252 |
| 105.701 SHS MAINSTAY MARKETFIELD FUND | P | 2013-02-12 | 2013-08-16 | $1,871 | $1,755 | $116 | $116 |
| 3583.602 SHS PIMCO INTL STOCK PLUS AR STRATEGY FUND | P | 2013-09-19 | 2013-10-11 | $100,240 | $95,813 | $4,427 | $4,427 |
| 480 SHS SPDR SER TR BARCLAYS HIGH YIELD | P | 2013-04-02 | 2013-08-05 | $19,248 | $19,286 | -$38 | -$38 |
| 861.456 SHS THORNBURG INTERNATIONAL VALUE FUND | P | 2012-09-26 | 2013-01-08 | $24,491 | $22,330 | $2,161 | $2,161 |
| 360 SHS WISDOMTREE TR JAPAN HEDGED EQUITY | P | 2013-08-16 | 2013-10-11 | $16,725 | $16,389 | $336 | $336 |
| 2422.453 SHS CREDIT SUISSE COMMODITY RETURN STRAT FD COMMON CL | P | 2012-07-05 | 2013-10-10 | $17,853 | $19,573 | -$1,720 | -$1,720 |
| 1099.332 SHS DRIEHAUS ACTIVE INCOME FUND | P | 2012-01-11 | 2013-08-16 | $10,259 | $9,911 | $348 | $348 |
| 674 SHS SPDR SER TR BARCLAYS HIGH YIELD | P | 2012-01-10 | 2013-06-30 | $27,187 | $26,296 | $891 | $891 |
| 2977.03 SHS ALGER SPECTRA FUND CLASS I | P | 2010-11-10 | 2013-06-30 | $43,954 | $35,463 | $8,491 | $8,491 |
| 2495.203 SHS DFA LARGE CAP INTERNATIONAL FUND | P | 2011-02-08 | 2013-02-12 | $49,718 | $50,829 | -$1,111 | -$1,111 |
| 692.323 SHS DRIEHAUS ACTIVE INCOME FUND | P | 2010-05-27 | 2013-05-20 | $7,512 | $7,488 | $24 | $24 |
| 942.411 SHS ABSOLUTE STRATEGIES FUND INSTITUTIONAL | P | 2011-05-17 | 2013-02-12 | $10,461 | $10,344 | $117 | $117 |
| 235 SHS ISHARES TR US REAL ESTATE | P | 2010-04-09 | 2013-10-10 | $15,161 | $12,144 | $3,017 | $3,017 |
| 33 SHS SPDR S&P 500 | P | 2012-05-20 | 2013-08-05 | $5,635 | $3,576 | $2,059 | $2,059 |
| 1700.83 SHS THORNBURG INTERNATIONAL VALUE FUND | P | 2009-02-10 | 2013-01-08 | $48,355 | $44,363 | $3,992 | $3,992 |
| 145.349 SHS DFA LARGE CAP INTERNATIONAL FUND | P | 2012-01-10 | 2013-02-12 | $2,901 | $2,500 | $401 | $401 |
| 5000 SHS KRISPY KREME DOUGHBUTS INC | D | 2008-02-14 | 2013-03-25 | $75,096 | $40,350 | $34,746 | $34,746 |
| 5000 SHS BANK OF AMERICA CORP | D | 2013-05-29 | 2013-05-29 | $67,428 | $67,337 | $91 | $91 |
| CAPITAL GAINS DIVIDENDS | P | $2,713 | $2,713 | $2,713 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $65,925 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $126,388 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $517,525 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.244216 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $108,657 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $419,698 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.258893 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $138,037 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $354,717 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.389147 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $102,112 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $279,596 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.365213 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $55,856 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $332,958 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.167757 | DistributionYr5Rt |
| Total Distribution | 1.425226 | TotalDistributionRt |
| Average Distribution | 0.285045 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $672,149 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $191,593 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $749 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $192,342 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $151,923 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,497 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,497 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,497 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $300 | AppliedToEsTaxAmt |
| Total Payments And Credits | $300 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $1,202 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | J FIELDING MILLER | IndividualWithBooksNm |
| Phone | 9198706822 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 SPRUCE VIEW LANE | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27615 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| J FIELDING MILLER | ||||||||
| 1501 SPRUCE VIEW LANE | RALEIGH | NC | 27615 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KIMBERLY G MILLER | ||||||||
| 1501 SPRUCE VIEW LANE | RALEIGH | NC | 27615 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $634,848 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,537 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $682,385 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $682,385 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,236 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $672,149 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,607 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,607 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,497 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,497 | TotalTaxAmt |
| Distributable Before Adj | $32,110 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $32,110 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $32,110 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $151,923 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $151,923 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $151,923 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,110 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $75,411 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $89,202 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $121,193 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $88,306 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $100,726 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $474,838 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $151,923 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,110 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $119,813 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $594,651 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $75,411 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $519,240 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $89,202 | ExcessFromYear4Amt |
| Excess From Year3 | $121,193 | ExcessFromYear3Amt |
| Excess From Year2 | $88,306 | ExcessFromYear2Amt |
| Excess From Year1 | $100,726 | ExcessFromYear1Amt |
| Excess From Current Year | $119,813 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J FIELDING MILLER | ContributingManagerNm |
| Contributing Manager | KIMBERLY G MILLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB | ||||||||
| 1275 PEACHTREE STREET NE | ATLANTA | GA | 30309 | NONE | PC | PROVIDE A SAFE PLACE TO PROMOTE AND ENHANCE DEVELOPMENT | $10,000 | |
| CALDWELL COMMUNITY COLLEGE & TECHNICAL INSTITUTE | ||||||||
| 372 COMMUNITY COLLEGE DRIVE | BOONE | NC | 28607 | NONE | PC | EDUCATIONAL | $50,000 | |
| CAPITAL COMMUNITY FOUNDATION INC | ||||||||
| 618 NORTH BOYLAN AVENUE SUITE 410 | RALEIGH | NC | 27603 | NONE | PC | ASSIST INDIVIDUALS WITH PHILANTHROPIC ENDEAVORS | $7,298 | |
| EAST CAROLINA UNIVERSITY | ||||||||
| GREENVILLE CENTRE STE 1100 2200 S | GREENVILLE | NC | 27858 | NONE | PC | CHARITABLE | $11,920 | CHARLES BLVD |
| HOPE REINS FOR RALEIGH | ||||||||
| PO BOX 99152 | RALEIGH | NC | 27614 | NONE | PC | PROVIDING CHILDREN IN NEED WITH AN EQUINE COUNSELOR | $5,000 | |
| HOUSE OF HOPE | ||||||||
| 408 COVERED BRIDGE ROAD | CLAYTON | NC | 27520 | NONE | PC | PROVIDE A CHRISTIAN HOME, SCHOOL AND COUNSELING FOR | $2,500 | |
| NATIONAL STUDENTS OF AMF | ||||||||
| 3344 HILLSBOROUGH STREET SUITE 260 | RALEIGH | NC | 27607 | NONE | PC | TO PROVIDE SUPPORT TO GRIEVING STUDENTS | $5,000 | |
| SAFECHILD | ||||||||
| 864 W MORGAN ST | RALEIGH | NC | 27603 | NONE | PC | PROVIDE SAFETY EDUCATION TO CHILDREN | $5,000 | |
| THE SALVATION ARMY | ||||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | NONE | PC | PROVIDE COMMUNITY OUTREACH AND RELIGIOUS ACTIVITIES | $5,000 | |
| WAKEMED FOUDATION | ||||||||
| 3000 NEW BERN AVENUE | RALEIGH | NC | 27610 | NONE | PC | PROVIDE MEDICAL RESEARCH AND PATIENT CARE | $10,300 | |
| YMCA | ||||||||
| 801 CORPORATE CENTER DRIVE SUITE | RALEIGH | NC | 27607 | NONE | PC | GENERAL SUPPORT | $10,000 | 200 |
| PRETTY IN PINK FOUNDATION | ||||||||
| 2501 BLUE RIDGE ROAD SUITE 410 | RALEIGH | NC | 27607 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ST DAVID SCHOOL | ||||||||
| 3400 WHITE OAK ROAD | RALEIGH | NC | 27609 | NONE | PC | GENERAL SUPPORT | $200 | |
| FAMILY HEALTH MINISTRIES | ||||||||
| 1921 N POINTE DR 200 | DURHAM | NC | 27705 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| FOUNDATION OF HOPE | ||||||||
| 9401 GLENWOOD AVENUE | RALEIGH | NC | 27617 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| UNIVERSITY METHODIST CHURCH | ||||||||
| 150 E FRANKLIN STREET | CHAPEL HILL | NC | 27514 | NONE | PC | GENERAL SUPPORT | $100 | |
| FIGHT LIKE PAXTON | ||||||||
| 13124 SIX FORKS ROAD | RALEIGH | NC | 27614 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| VA SURGE BASEBALL | ||||||||
| 8200 HAMPTON GLEN DR | CHESTERFIELD | VA | 23832 | NONE | PC | GENERAL SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $151,318 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,302 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $65,925 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $78,265 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $78,265 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | J FIELDING MILLER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 SPRUCE VIEW LANE | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27614 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $234,673 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 10,000 SHS BANK OF AMERICA CORP. | NoncashPropertyDesc |
| Fair Market Value | $134,673 | FairMarketValueAmt |
| Received | 2013-05-29 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $600 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 18000 SHS GOLDMAN SACHS GROUP INC MEDIUM TERM NTS | BondNm |
| EOY Book Value | $18,000 | EOYBookValueAmt |
| EOYFMV | $19,714 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 2,125.043 SHS ALGER SPECTRA FUND CL I | AT COST | $29,064 | $37,465 |
| 561.439 SHS DRIEHAUS ACTIVE INCOME FUND | AT COST | $6,027 | $6,047 |
| 2449.584 SHS CREDIT SUISSE COMMODITY RETURN | AT COST | $19,577 | $17,710 |
| 3,350.862 SHS HATTERAS HEDGED STRATEGIES FUND | AT COST | $34,532 | $37,195 |
| 237 SHS ISHARES TR DOW JONES US REAL ESTATE | AT COST | $14,401 | $14,950 |
| 917 SHS SPDR S&P 500 ETF TR TR UNIT | AT COST | $123,321 | $169,361 |
| 2,187.531 SHS AVENUE CREDIT STRATEGIES FUND | AT COST | $25,047 | $24,894 |
| 1942.466 SHS DODGE & COX INTERNATIONAL FUND | AT COST | $71,725 | $83,604 |
| 1995.589 SHS JOHN HANCOCK DISCIPLINED VALUE | AT COST | $31,002 | $35,901 |
| 3030.47 SHS MAINSTAY MARKETFIELD FUND | AT COST | $51,661 | $56,124 |
| 1499 SHS ISHARES TR MSCI EAFE ETF | AT COST | $93,144 | $100,575 |
| 310 SHS ISHARES TR RUSSELL 2000 ETF | AT COST | $32,905 | $35,762 |
| 5000 SHS BANK OF AMERICA | AT COST | $67,337 | $77,850 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $2,801 | $2,801 | $0 | $0 |
| MISCELLANEOUS EXPENSE | $2,990 | $5 | $0 | $5 |
| INVESTMENT INTEREST | $5 | $5 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $219 | $0 | $0 | $0 |
| FOREIGN TAX | $166 | $0 | $0 | $0 |